Quant Mid Cap Fund Growth | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    Quant Mid Cap Fund Growth

Quant Mid Cap Fund Growth

+
  • Equity
  • Mid-Cap
  • Rating 4
  • Plan
211.06 +0.50 (0.24%) NAV as on 23 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4857.91
  • CAGR 62.98%
  • Exit Load0.50%
  • Expense ratio1.86%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2001-02-12

Morning Star Rating 4

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 27 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps 01-Feb-2024 Depo 10
  • 331.00
  • 6.81%
  • Future on Lupin Ltd
  • 234.74
  • 4.83%
View More

Risk & Volitility

  • Alpha 6.89%
  • Beta 0.79
  • Sharpe Ratio1.75
  • Std Deviation 16.65%
  • Tracking Error 12.17%

About Fund

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies.There is no assurance that the investment objective of the Scheme will be realized

 

The Quant Mid Cap Fund Growth has an AUM of 4857.91 crores & has delivered CAGR of 31.98% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.86%. The minimum investment in Quant Mid Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Reliance Industries, Treps 01-Feb-2024 Depo 10, Aurobindo Pharma & Linde India.

 

The major sectors where the fund is invested are Oil & Gas Operations, Electric Utilities, Biotechnology & Drugs & Chemical Manufacturing.

 

Some of the similar funds are Quant Mid Cap Fund Growth, Mahindra Manulife Mid Cap Fund Regular Growth, Edelweiss Mid Cap Fund Growth, Tata Mid Cap Growth Fund Regular Growth, Aditya Birla Sun Life Mid Cap Fund Growth. Quant Mid Cap Fund Growth has a sharpe ratio of 1.75 & a standard deviation of 16.65%.

FAQs about Quant Mid Cap Fund Growth

According to the morning star rating Quant Mid Cap Fund Growth has a Medium risk & Exceptional return.
Quant Mid Cap Fund Growth is managed by Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande.
The expense ratio of Quant Mid Cap Fund Growth is 1.86%.
The 5 year annualized return on Quant Mid Cap Fund Growth is 31.98% & it has generated 62.98% in the last 1 year.
The minimum investment in Quant Mid Cap Fund Growth is 5000 Rs.
Quant Mid Cap Fund Growth has an AUM of 4857.91 crores.
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